MGO One Seven LLC Grows Stake in International Business Machines Corporation $IBM

MGO One Seven LLC boosted its stake in International Business Machines Corporation (NYSE:IBM) by 82.5% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 50,537 shares of the technology company’s stock after purchasing an additional 22,841 shares during the quarter. MGO One Seven LLC’s holdings in International Business Machines were worth $14,260,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Family CFO Inc bought a new stake in shares of International Business Machines in the 2nd quarter worth about $25,000. Winnow Wealth LLC purchased a new position in International Business Machines during the second quarter valued at approximately $27,000. Highline Wealth Partners LLC boosted its position in International Business Machines by 85.0% during the second quarter. Highline Wealth Partners LLC now owns 111 shares of the technology company’s stock valued at $33,000 after purchasing an additional 51 shares in the last quarter. Copia Wealth Management lifted its position in International Business Machines by 57.6% during the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock valued at $40,000 after acquiring an additional 49 shares during the last quarter. Finally, Legacy Wealth Managment LLC ID boosted its holdings in International Business Machines by 48.5% in the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after acquiring an additional 48 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analysts Set New Price Targets

IBM has been the subject of several research analyst reports. Jefferies Financial Group upgraded International Business Machines from a “hold” rating to a “buy” rating and raised their price objective for the stock from $300.00 to $360.00 in a research note on Monday, January 5th. Erste Group Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a research report on Friday, December 5th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Oppenheimer began coverage on shares of International Business Machines in a research report on Friday, November 21st. They set an “outperform” rating and a $360.00 price target for the company. Finally, Stifel Nicolaus increased their price objective on International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $301.85.

International Business Machines Stock Up 0.5%

IBM stock opened at $304.36 on Monday. The company has a market capitalization of $284.49 billion, a P/E ratio of 36.41, a PEG ratio of 2.82 and a beta of 0.70. The firm has a 50 day simple moving average of $303.55 and a 200-day simple moving average of $281.90. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping analysts’ consensus estimates of $2.45 by $0.20. The business had revenue of $16.33 billion for the quarter, compared to analysts’ expectations of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business’s quarterly revenue was up 9.1% on a year-over-year basis. During the same period in the prior year, the firm earned $2.30 EPS. On average, equities research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 10th were given a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Monday, November 10th. International Business Machines’s dividend payout ratio is 80.38%.

Key International Business Machines News

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: IBM finalized its acquisition of Confluent and hit a quantum milestone, reinforcing its data-streaming and advanced-computing strategy — a clear strategic catalyst for revenue and tech leadership. IBM’s Strategic Expansion: Confluent Acquisition Finalized and Quantum Milestone Reached
• Positive Sentiment: Analysts and research note that the Confluent deal should boost EBITDA and free cash flow through margin and scale improvements, supporting valuation upside and cash-return capacity. IBM’s (IBM) Confluent Deal Expected to Boost EBITDA and Free Cash Flow
• Positive Sentiment: Several analysts issued buy/upbeat commentary citing software acceleration and stronger growth prospects for 2026, which lifts investor confidence in forward earnings momentum. IBM Earns Buy Rating as Analysts See Software Acceleration Ahead in 2026
• Neutral Sentiment: Preview pieces outline expectations for IBM’s next earnings report (consensus looking for continued top-line and margin progress); results that beat/confirm guidance could reinforce the current rally. Here’s What to Expect From International Business Machines’ Next Earnings Report
• Neutral Sentiment: IBM research (with the National Retail Federation) finds AI influences shoppers before store visits, supporting demand for IBM’s AI/analytics offerings in retail — a positive narrative but not an immediate revenue shock. AI Is Influencing Shoppers Before They Enter Stores, IBM Study Says
• Neutral Sentiment: Market commentary asks whether it’s too late to buy IBM after a strong multi-year run — discussion focuses on valuation metrics (higher P/E) versus continued growth potential. Is It Too Late To Consider Buying IBM (IBM) After Its Strong Five Year Run?
• Neutral Sentiment: Feature pieces projecting a stronger 2026 point to upside if IBM sustains software/AI momentum, but they are forward-looking and contingent on execution. IBM Stock Had a Good 2025. It Could Have an Even Better 2026.
• Neutral Sentiment: Coverage of Datavault AI’s expanded collaboration with IBM highlights partner-led adoption of IBM edge/AI tech; Datavault’s own stock volatility is not a material event for IBM but signals ecosystem demand. What’s Going On With Datavault AI Stock Thursday?
• Neutral Sentiment: Reporting that Datavault shares fell after a major shareholder sale notes short-term partner-stock noise; this is relevant to the partnership narrative but not materially negative for IBM. Datavault AI (DVLT) Stock Falls Friday After Major Shareholder Dumps 14.7M Shares

International Business Machines Profile

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.